IF
IF
Ian Fitz-Patrick is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
733 Bishop Street, Suite 2800, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2010Closed-No Action
Employment History
Current Registrations
Morgan Stanley
August 2013 - Present · 12 yrs 9 mos
Morgan StanleyBroker
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Morgan Stanley
August 2013 - August 2013 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - August 2013 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - August 2013 · 8 yrs
Morgan Stanley
June 2002 - August 2005 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
April 2002 - August 2005 · 3 yrs 4 mos
Ladenburg, Thalmann & CO., INC.Broker
January 2002 - January 2002 · 0 mos
Ladenburg Capital Management INC.Broker
January 2002 - April 2002 · 3 mos
State Registrations7 states
CAFLHINVNYVAVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.